BOS Taurus
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bos Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. Its brochure describes personalized Investment Policy Statements and discretionary portfolio management across mutual funds, ETFs, fixed income, real estate funds, annuities and cryptocurrencies.
The firm documents client goals and risk tolerance in an IPS and operates as a fiduciary, generally implementing strategies under discretionary authority. Its methods include charting, fundamental and quantitative analysis, and it uses both long- and short-term trading approaches as well as options, margin, and short-sale strategies.
Compared with peers, Bos Taurus is small in scale—two advisors reporting about $23 million in discretionary assets across roughly 21 clients—and discloses use of higher‑risk instruments and cryptocurrency exposure that are less common for similarly sized supported firms. The brochure also notes a required custodian (Interactive Brokers), no account minimum, and that the firm does not aggregate block trades, and the firm’s size and client statistics suggest it does not primarily target high‑net‑worth households.
Client services
Expertise
Fee options
1.00% annually
$100-$500 per hour
Main office
See officeDiamond Bar CA
Advisors at this office
1
Most active in
California · New York
Also doing business as
Bos Taurus · Bos Taurus LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Richard Y
Series 65
Diamond Bar, CA
BOS Taurus
Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.
Anthony L
Series 65
Bronx, NY
BOS Taurus
Anthony Law is a financial advisor at BOS Taurus with a Series 65 designation and two years of industry experience. He previously worked at Appian and AngelList, and spent five years at Dartmouth College. BOS Taurus provides portfolio management and financial planning services primarily for individual clients, combining discretionary investment strategies with personalized Investment Policy Statements. The firm employs a range of analytic techniques and uses various instruments, including higher-risk options and cryptocurrency exposure, serving a small client base without targeting high-net-worth households.
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